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Start the New Year by Getting Your Ducks in a Row
Every competent adult should execute a Last Will and Testament. This legal document determines how your estate will be distributed upon your death. It keeps decision-making in your hands, where […]
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Estate Planning: Gifting to Heirs
As the holiday season is upon us and the tax year is coming to a close, it is a good time to consider making tax-advantaged gifts to your loved ones […]
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How To Protect Your Parent’s Assets From Nursing Home Costs
Asset protection– It’s something that many people don’t think about until it’s too late. When a parent or loved one enters a nursing home, the cost of care can quickly […]
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Aaron Carter’s Death Emphasizes the Importance of Having a Will
At the age of 34, Aaron Carter, musician and teenage heartthrob of the 1990s, has reportedly passed away without a Will. What does this mean for his loved ones and […]
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Avoiding Evictions in Your Assisted Living Facility
No matter how diligently you vet a prospective resident, there are going to be times when your facility gets stuck with a resident, or a resident’s family, who doesn’t pay […]
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Veteran’s Benefits: What You Need to Know
Many veterans don’t realize that they may be eligible for additional benefits from the Veterans Administration. The Veterans Administration offers many types of benefits, from service connected benefits to low-income […]
Continue readingThe Takeaway From CFPB & CMS’ September 8, 2022 “Notification Letter”
It seems like every Skilled Nursing Facility (SNF) reacted differently to The Consumer Financial Protection Bureau (“CFPB”) and the Centers for Medicare & Medicaid Services (“CMS”) joint “Notification Letter”. Some […]
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Asset Protection Planning
A healthcare crisis can happen at any time, to any of us. As we take time to focus on our health care and reflect on the unthinkable, such as breast […]
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The Smart Way to Appeal a Foolish Fair Hearing Decision
We’ve all read Fair Hearing Decisions and wondered whether the Administrative Law Judge and Commissioner’s Designee deciding the hearing actually knows the law. I recently had a decision come across […]
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Can You Trust Your Trust?
Published in the Long Island Press, longislandpress.com, and danspapers.com. There are many kinds of trusts, each with a different purpose, such as asset protection, minimizing estate taxes, and avoiding probate. […]
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